)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Suzano (SUZB3) investor relations material
Suzano Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Pulp and paper sales volumes rose sharply year-over-year, with pulp up 28% and paper up 24%, driven by new capacity and strong demand in Asia and North America.
Adjusted EBITDA reached R$6.1 billion, up 25% sequentially but down 3% year-over-year, as higher volumes offset lower prices and increased costs.
Net income was R$5.0 billion, reversing a loss in 2Q24, but down 21% from 1Q25 due to lower financial results.
Strong operating cash generation and free cash flow, with FCF yield at 20.3% LTM.
Announced a US$1.7 billion joint venture with Kimberly-Clark, expanding global tissue operations.
Financial highlights
Net revenue was R$13.3 billion, up 16% year-over-year and 15% sequentially, driven by higher sales volumes.
Adjusted EBITDA margin was 46%, up 4 p.p. sequentially but down 9 p.p. year-over-year.
Free cash flow yield (LTM) reached 20.3%, up 8.3 p.p. year-over-year.
Net debt/Adjusted EBITDA was 3.1x in USD and 3.0x in BRL.
Cash and equivalents: R$20.8 billion, with R$6.9 billion in stand-by credit facilities.
Outlook and guidance
2025 capex guidance raised from R$12.4 billion to R$13.3 billion due to the Eldorado timber transaction.
Cerrado Project capex nearly complete, with R$0.4 billion remaining in 2025.
US packaging operations expected to achieve positive EBITDA from 3Q25.
The Kimberly-Clark JV is expected to close by mid-2026, pending regulatory approvals.
Strategic focus on cost competitiveness, JV integration, and deleveraging.
Assess Kimberly-Clark JV's geographic scope.
Explain the impact of US tariffs on paper sales.
What is the status of Cerrado project capex?
Eldorado deal: CapEx avoidance and Ribas capacity
What supply rationalization is expected?
U.S. packaging: long-term profitability and growth
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Suzano earnings date
Q3 20257 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Suzano S.A. is a pulp and paper company that produces eucalyptus pulp, printing and writing paper, and packaging materials. The company also engages in forestry and biomass energy generation. It is headquartered in São Paulo, Brazil, and its shares are listed on the B3.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage